Employee Benefits Include
*Benefits may differ based on employment or independent agent contractor status.
Life Policy Administration Representative
Montgomery
Life Policy Administration Representative
Full Time • Montgomery
Company Overview
Alfa Insurance® is an A-rated insurance carrier that offers an excellent array of auto, home, life, farm and business insurance products. Since its humble beginnings in 1946, Alfa and its affiliates now serve more than 1 million customers across 14 states.
As a Life Policy Administration Representative for Alfa Insurance, you do more than provide excellent service. You make a positive impact on the company and its customers. It’s becoming part of well-respected company that is based on faith, family, community and integrity. Become part of the Alfa family where you can discover your purpose and help make a difference in the lives of our policyholders and your community.
Job Summary
Job Summary
The Life PA Representative serves as a key support role within Life Policy Administration, providing accurate, detail-driven service to policyholders, agents, and financial institutions. This position requires strong analytical skills, financial accountability, and a commitment to delivering clear, timely communication while administering complex life insurance policies.
Responsibilities
- Communicate with Policyholders, agents, CSR's, and financial institutions regarding company policy and procedures, policy information, policy status and account values with a high degree of financial accountability for the accuracy.
- Send requested information or forms to policyowner, agent, or CSR via USPS, email, or fax. Must be able to determine which forms are required for requests.
- Demonstrate initiative, good attitude, empathy, patience, and teamwork.
- Complete and send letters, forms, or requested information to the policyowner/agent.
- Ongoing training with the Policy Administration Analyst and Specialists to obtain broader processing knowledge.
Qualifications
- High School Education or GED
- Actively working towards LOMA Designation, ACS (Associate of Customer Service)
- Excellent mathematical skills
- Excellent written and verbal communication skills
- Research and analysis skills to interpret complex contracts
- Multi-tasking
Benefits/Perks
- Opportunity for annual performance bonus
- Discounts on your auto insurance (underwriting approval required)
- Benefits include: Health, dental, supplemental cancer, vision insurance and 401(k) plan
- Paid Time Off Bank to include 3 days PTO available after first 80 hours worked for New Hires
- Short-term and long-term disability
- Flexible Healthcare and Childcare spending accounts for tax savings
- Opportunities for advancement
- Continuous training and support throughout your career with Alfa
- College tuition discounts at various colleges in Alabama
- Fitness center
- Onsite cafeteria
Alfa Insurance® is an A-rated insurance carrier that offers an excellent array of auto, home, life, farm and business insurance products. Alfa® is known for its superior customer service and claims satisfaction. Since its humble beginnings in 1946, Alfa and its affiliates now serve more than 1 million customers across 14 states.
Working for Alfa Insurance® is more than just servicing customers and selling insurance. It’s becoming part of a well-respected company that is based on our core 4 values of faith, family, community and integrity.
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Opportunity for annual performance bonus
Health, dental, supplemental cancer, vision insurance and 401(k)
Paid time off
Short-term and long-term disability
Flexible healthcare and childcare spending accounts
Discounts on your auto insurance (underwriting approval required)